Stratos Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Buy |
17,247
+206
| +1% | +$80K | 0.09% | 224 |
|
|
2025
Q1 | $5.62M | Sell |
17,041
-4,222
| -20% | -$1.39M | 0.09% | 239 |
|
|
2024
Q4 | $7.71M | Buy |
21,263
+669
| +3% | +$243K | 0.11% | 186 |
|
|
2024
Q3 | $8.05M | Buy |
20,594
+2,950
| +17% | +$1.15M | 0.12% | 185 |
|
|
2024
Q2 | $5.88M | Buy |
17,644
+1,377
| +8% | +$459K | 0.09% | 217 |
|
|
2024
Q1 | $5.96M | Buy |
16,267
+1,257
| +8% | +$461K | 0.1% | 219 |
|
|
2023
Q4 | $4.44M | Buy |
15,010
+1,265
| +9% | +$374K | 0.08% | 243 |
|
|
2023
Q3 | $3.75M | Buy |
13,745
+1,134
| +9% | +$310K | 0.08% | 251 |
|
|
2023
Q2 | $3.1M | Sell |
12,611
-482
| -4% | -$119K | 0.07% | 274 |
|
|
2023
Q1 | $3M | Sell |
13,093
-472
| -3% | -$108K | 0.08% | 241 |
|
|
2022
Q4 | $3.25M | Buy |
13,565
+85
| +0.6% | +$20.4K | 0.08% | 247 |
|
|
2022
Q3 | $2.21M | Sell |
13,480
-1,895
| -12% | -$311K | 0.06% | 296 |
|
|
2022
Q2 | $2.75M | Sell |
15,375
-235
| -2% | -$42K | 0.07% | 256 |
|
|
2022
Q1 | $3.48M | Buy |
15,610
+149
| +1% | +$33.2K | 0.08% | 241 |
|
|
2021
Q4 | $3.2M | Buy |
15,461
+738
| +5% | +$153K | 0.07% | 261 |
|
|
2021
Q3 | $2.83M | Sell |
14,723
-240
| -2% | -$46.1K | 0.07% | 258 |
|
|
2021
Q2 | $3.26M | Sell |
14,963
-379
| -2% | -$82.5K | 0.08% | 243 |
|
|
2021
Q1 | $3.56M | Buy |
15,342
+1,817
| +13% | +$421K | 0.1% | 208 |
|
|
2020
Q4 | $2.46M | Buy |
13,525
+215
| +2% | +$39.1K | 0.07% | 247 |
|
|
2020
Q3 | $1.99M | Sell |
13,310
-625
| -4% | -$93.2K | 0.07% | 263 |
|
|
2020
Q2 | $1.76M | Sell |
13,935
-11,169
| -44% | -$1.41M | 0.06% | 270 |
|
|
2020
Q1 | $2.91M | Sell |
25,104
-4,302
| -15% | -$499K | 0.13% | 157 |
|
|
2019
Q4 | $4.34M | Sell |
29,406
-1,873
| -6% | -$277K | 0.17% | 137 |
|
|
2019
Q3 | $3.95M | Sell |
31,279
-534
| -2% | -$67.5K | 0.17% | 135 |
|
|
2019
Q2 | $4.34M | Buy |
31,813
+683
| +2% | +$93.1K | 0.19% | 118 |
|
|
2019
Q1 | $4.22M | Sell |
31,130
-168
| -0.5% | -$22.8K | 0.19% | 107 |
|
|
2018
Q4 | $3.98M | Sell |
31,298
-1,201
| -4% | -$153K | 0.21% | 104 |
|
|
2018
Q3 | $4.96M | Sell |
32,499
-4,713
| -13% | -$719K | 0.22% | 91 |
|
|
2018
Q2 | $5.05M | Buy |
37,212
+14,673
| +65% | +$1.99M | 0.23% | 91 |
|
|
2018
Q1 | $3.32M | Sell |
22,539
-2,673
| -11% | -$394K | 0.14% | 150 |
|
|
2017
Q4 | $3.97M | Sell |
25,212
-213
| -0.8% | -$33.6K | 0.18% | 120 |
|
|
2017
Q3 | $3.17M | Buy |
25,425
+4,811
| +23% | +$600K | 0.15% | 148 |
|
|
2017
Q2 | $2.22M | Buy |
20,614
+1,562
| +8% | +$168K | 0.11% | 180 |
|
|
2017
Q1 | $1.77M | Buy |
19,052
+600
| +3% | +$55.6K | 0.1% | 196 |
|
|
2016
Q4 | $1.71M | Buy |
18,452
+795
| +5% | +$73.7K | 0.11% | 191 |
|
|
2016
Q3 | $1.57M | Buy |
17,657
+1,123
| +7% | +$99.7K | 0.11% | 181 |
|
|
2016
Q2 | $1.25M | Buy |
16,534
+1,261
| +8% | +$95.6K | 0.09% | 192 |
|
|
2016
Q1 | $1.17M | Buy |
15,273
+1,172
| +8% | +$89.7K | 0.1% | 169 |
|
|
2015
Q4 | $958K | Buy |
14,101
+6,715
| +91% | +$456K | 0.08% | 183 |
|
|
2015
Q3 | $483K | Sell |
7,386
-4,277
| -37% | -$280K | 0.06% | 263 |
|
|
2015
Q2 | $989K | Buy |
11,663
+4,890
| +72% | +$415K | 0.13% | 156 |
|
|
2015
Q1 | $542K | Sell |
6,773
-823
| -11% | -$65.9K | 0.06% | 270 |
|
|
2014
Q4 | $695K | Buy |
7,596
+1,091
| +17% | +$99.8K | 0.13% | 171 |
|
|
2014
Q3 | $645K | Sell |
6,505
-315
| -5% | -$31.2K | 0.15% | 135 |
|
|
2014
Q2 | $741K | Buy |
+6,820
| New | +$741K | 0.25% | 116 |
|